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Re: tbirdman post# 198

Friday, 06/17/2016 11:50:27 AM

Friday, June 17, 2016 11:50:27 AM

Post# of 216
Yeah, certainly the big players have the brand-name and marketing budgets going for them over B-Scada. But we are talking multi-billion dollar companies vs a $3M dollar company, so a couple of multi-year contracts to replace the lost oil revenue could do wonders for this company/stock. And the SaaS IoT model could gain traction, as it seems like it would have appeal to small companies looking to hit the ground running with an offering that is complete and easy to set up. At this point, the company has reduced their budget and are getting closer to profitability...while promoting a commpete offering - on a limited budget - they feel is top-notch.

Despite its small size, B-Scada has attracted high profile clients before (Schlumberger, Korean subway system), so we could see more in the future. Both the SCADA and IoT are high growth areas, and SCDA is a low float stock, so its a good one to keep an eye on to see where it goes from here. Not many eyes on it at the moment. We will see how it plays out....